Position in WY
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$752,122
-$144,898 QoQ
Shares Held
31,417
-14.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 900 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $15,596,161 across 9 REIT - Specialty names. WY ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMT |
American Tower Corp /Ma/
|
21,953 | $3,590,852 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
18,299 | $3,286,134 | |
| 3 | FRMI |
Fermi Inc.
|
211,002 | $1,932,778 | |
| 4 | IRM |
Iron Mountain Inc
|
13,845 | $1,748,761 | |
| 5 | EQIX |
Equinix Inc
|
1,373 | $1,431,201 | |
| 6 | LAMR |
Lamar Advertising Co/New
|
8,638 | $1,347,355 | |
| 7 | SBAC |
Sba Communications Corp
|
5,883 | $1,038,114 | |
| 8 | WY |
Weyerhaeuser Co
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|
31,417 | $752,122 |
All Filings in WY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,122 | 31,417 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $897,020 | 36,718 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $835,617 | 35,273 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $843,231 | 34,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,075,357 | 41,859 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,217,462 | 41,580 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,169,351 | 41,540 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,503,959 | 44,417 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,598,129 | 56,292 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,139,733 | 59,586 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,019,858 | 58,092 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,965,888 | 64,119 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $785,641 | 23,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,752,963 | 58,180 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $777,232 | 25,072 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $446,992 | 15,651 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $378,296 | 11,422 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $764,291 | 20,166 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $423,577 | 10,286 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $487,451 | 13,704 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $248,271 | 7,213 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||